NRI
IBM icon

NFP Retirement Inc’s IBM IBM Stock Holding History

NFP Retirement Inc’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$528K Sell
2,177
-229
-10% -$62K 0.03% 191
2025
Q4 		$713K Sell
2,406
-161
-6% -$48.2K 0.04% 163
2025
Q3 		$724K Sell
2,567
-1,122
-30% -$294K 0.05% 159
2025
Q2 		$1.09M Buy
3,689
+169
+5% +$43.5K 0.07% 126
2025
Q1 		$875K Sell
3,520
-86
-2% -$21K 0.07% 128
2024
Q4 		$793K Sell
3,606
-268
-7% -$59.7K 0.06% 142
2024
Q3 		$856K Sell
3,874
-62
-2% -$12.2K 0.07% 133
2024
Q2 		$681K Sell
3,936
-197
-5% -$34.2K 0.06% 149
2024
Q1 		$789K Buy
4,133
+2,145
+108% +$391K 0.07% 136
2023
Q4 		$325K Buy
1,988
+2
+0.1% +$302 0.06% 181
2023
Q3 		$279K Buy
1,986
+2
+0.1% +$285 0.05% 189
2023
Q2 		$265K Sell
1,984
-17
-0.8% -$2.19K 0.05% 195
2023
Q1 		$262K Buy
2,001
+2
+0.1% +$268 0.05% 202
2022
Q4 		$282K Buy
1,999
+3
+0.2% +$414 0.06% 194
2022
Q3 		$237K Buy
1,996
+45
+2% +$5.91K 0.06% 197
2022
Q2 		$275K Buy
1,951
+47
+2% +$6.34K 0.07% 190
2022
Q1 		$248K Buy
+1,904
New +$248K 0.06% 191

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NFP Retirement Inc's IBM Position: Q1 2026 in Review

NFP Retirement Inc reduced its IBM (IBM) stake by 9.5% in Q1 2026, selling an estimated $62K and leaving 2,177 shares worth $528K. The position accounts for 0.03% of the portfolio, ranked #191.

NFP Retirement Inc first reported a position in IBM in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.09M in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • NFP Retirement Inc held 2,177 shares of IBM worth $528K as of Q1 2026.
  • NFP Retirement Inc sold 229 IBM shares in Q1 2026, an estimated $62K.
  • IBM made up 0.03% of NFP Retirement Inc's portfolio in Q1 2026, its #191 holding.
  • NFP Retirement Inc first reported a position in IBM in Q1 2022 and has held it in 17 quarters since.
  • NFP Retirement Inc's IBM position peaked at $1.09M in Q2 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.